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Showing 1631 - 1640 of 4389 results for "financial Advice"

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... needs of the individual and the adviser's capacity to provide pro bono support. Some of the issues professional financial advice may be able to assist with include accessing Centrelink payments and other benefits, making insurance claims, accessing superannuation ...

Where to from here?

JAMIE WILLIAMSON  |  WEDNESDAY, 5 FEB 2020
... Kenneth Hayne's final report. And while the big banks appeared to be early casualties, it's hard to refute that the financial advice industry has suffered most. According to Rainmaker analysis, at January end the ASIC Financial Adviser Register showed ...

Perth advice firm folds

KANIKA SOOD  |  TUESDAY, 4 FEB 2020
A Perth-based financial advice firm had to call in liquidators, with its directors blaming a 30% fall in its business revenue after the Royal Commission among other reasons. WA Wealth Managers (and WAWM Holdings Pty Ltd, as the main related firm) was ...

Corrupt adviser banned, AFSL canned

ALLY SELBY  |  TUESDAY, 4 FEB 2020
... the financial interests of his clients. Shapter was the director and responsible manager of Smart Solutions, a financial advice business based out of Brisbane and Broadbeach on the Gold Coast. The ASIC review found the Smart Solutions director recommended ...

Dealer group restructures leadership

ELIZABETH MCARTHUR  |  TUESDAY, 4 FEB 2020
... back from day-to-day involvement in Synchron. He has dedicated more than five decades to the life insurance and financial advice industries, and has led Synchron for more than 20 years. Unveiling Synchron's succession plan, four new senior positions ...

Former dealer group chief to lead Australian Ethical

HARRISON WORLEY  |  TUESDAY, 4 FEB 2020
A former financial advice licensee head is set to lead the $3.8 billion ethical investment manager and super fund. Australian Ethical has appointed John McMurdo as chief executive and managing director, with acting chief executive Steve Gibbs set to ...

PIMCO puts Aussie LIT on ice

KANIKA SOOD  |  MONDAY, 3 FEB 2020
... exemption for LICs and LITs which were allowed to pay advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most investment products. The consultation, which was announced by Treasurer Josh ...

The PDS is weak: Rice Warner

ELIZABETH MCARTHUR  |  MONDAY, 3 FEB 2020
... have used legalese to respond to their statutory legal requirements and regulators' guidelines." The delivery of financial advice and the shifts in Australians' understanding of life savings and finances since the introduction of mandatory superannuation ...

Ongoing fees, advice fees in super to be reformed

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
New draft legislation aims to increase obligations around charging ongoing fees for financial advice and outlaw advice fees charged by superannuation funds. On Friday, the government released consultation draft legislation to implement 22 recommendations ...

Fidelity backs personality tests

ELIZABETH MCARTHUR  |  FRIDAY, 31 JAN 2020
... benefits then we should shine a light on that." The research identified four types of client, motivated to seek financial advice for different reasons. They are: the celestial navigator, the GPS navigator, the radio navigator and the compass navigator. ...